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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,553 | $88,754-96.0% | $81,820-95.7% | $145,877-97.6% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 9.71% | 1031.77%-1022.1pp | 777.93%-768.2pp | 551.28%-541.6pp |
| Employer contribution / active EE | $1,055 | $3,085-65.8% | $2,915-63.8% | $4,663-77.4% |
| Participant deferral / active EE | $2,430 | $4,648-47.7% | $4,323-43.8% | $6,691-63.7% |
| Admin fee / account holder | $937 | $8,424-88.9% | $7,391-87.3% | $13,402-93.0% |